{"url":"https://nivawealth.com/firms/capital-ip-investment-partners-326733","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/326733","regulatoryAum":163451104,"crd":"326733","history":[{"filedOn":"2024-05-30","regulatoryAum":194268502,"clients":25,"employees":4,"offices":1},{"filedOn":"2025-05-16","regulatoryAum":165589645,"clients":18,"employees":4,"offices":1},{"filedOn":"2026-03-27","regulatoryAum":163451104,"clients":18,"employees":5,"offices":1}],"secFileNumber":"801-130179","legalName":"Capital Ip Investment Partners LP","displayName":"Capital IP Investment Partners","slug":"capital-ip-investment-partners-326733","website":"https://capitalip.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/326733/d7dcacf0613dc6a7-r1.webp","tone":"dark","width":906,"height":200,"sourceUrl":"https://www.capitalip.com/","sourceLabel":"Capital IP Investment Partners LP, website"},"classification":{"segment":"institutions","segmentLabel":"Institutional","type":"institutional_private_markets_manager","typeLabel":"Private markets","feeDisclosure":"payment_only"},"linkedinUrl":"https://www.linkedin.com/company/capital-ip-investment-partners-llc/about/","founded":null,"organization":"Delaware limited partnership","fiscalYearEnd":"December","headquarters":{"street":"","city":"","state":"","stateName":"","country":"","postalCode":null},"tradeNames":[],"registration":{"secApproved":"7 May 2024","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":293258.1,"staff":{"employees":5,"advisory":5,"brokerDealerReps":0,"insuranceAgents":0,"promoters":1},"aum":{"regulatory":163451104,"discretionary":78284458,"discretionaryAccounts":1,"nonDiscretionary":85166646,"nonDiscretionaryAccounts":17,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"High-net-worth individuals","clients":10,"regulatoryAum":2932581},{"label":"Pooled investment vehicles","clients":1,"regulatoryAum":78284458},{"label":"Other","clients":7,"regulatoryAum":82234065}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[{"name":"Inspira Financial Trust, LLC","shortName":"Inspira Financial Trust","location":"Oak Brook, IL","smaAssets":1051049}],"custodyNote":"Capital IP Investment Partners has custody of $69.8M in client assets for 17 clients.","otherCustodians":[],"leadership":[{"name":"Phillip Delatorre","title":"Chief Compliance Officer","crd":"7930147"},{"name":"Aron Dantzig","title":"Limited Partner","crd":"4217834"},{"name":"Mohamed Shahjahan","title":"Limited Partner","crd":"2960792"}],"ownership":[{"label":"Aron Dantzig","detail":"Limited partner in the 25% to 50% ownership band and a control person, since April 2022. Also a managing member of Capital Ip Management GP LLC in the 50% to 75% band and a control person, since April 2022."},{"label":"Mohamed Shahjahan","detail":"Limited partner in the 25% to 50% ownership band and a control person, since April 2022. Also a managing member of Capital Ip Management GP LLC in the 50% to 75% band and a control person, since April 2022."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"646-287-8753","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for individuals and/or small businesses","Portfolio management for pooled investment vehicles (other than investment companies)","Other"],"financialPlanningClients":"0","assetMix":[{"label":"Cash and cash equivalents","percent":1},{"label":"Other","percent":99,"detail":"Senior Secured Loans"}],"privateFunds":1},"sources":{"adv1FilingDate":"27 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/326733/PDF/326733.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Capital IP Investment Partners have?","answer":"Capital IP Investment Partners has 18 clients and manages $163 million for them, as of March 2026. They include 10 high-net-worth individuals, 7 other clients and 1 pooled investment vehicle.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Capital IP Investment Partners offer?","answer":"Capital IP Investment Partners provides portfolio management for individuals and small businesses and portfolio management for pooled vehicles.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Capital IP Investment Partners use?","answer":"Capital IP Investment Partners’ separately managed account assets are held at Inspira Financial Trust, LLC (Oak Brook, IL), with $1.05M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Capital IP Investment Partners have?","answer":"Capital IP Investment Partners has 0 investment adviser representatives registered with state securities authorities, out of 5 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Capital IP Investment Partners invest in?","answer":"At the end of its last fiscal year, Capital IP Investment Partners’ separately managed accounts held 99% other and 1% cash and equivalents. The 99% other category is described as: Senior Secured Loans. It advises 1 private fund.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Capital IP Investment Partners?","answer":"Capital IP Investment Partners’ direct owners are Aron Dantzig and Mohamed Shahjahan, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 27 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Capital IP Investment Partners get paid?","answer":"Capital IP Investment Partners is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Capital IP Investment Partners?","answer":"Its phone number is 646-287-8753. Its website is capitalip.com.","source":"Form ADV Part 1A, Item 1.F, filed 27 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}